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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE AMERICA Service code 26 · EIN 46-5378846 11270 W PARK PLACE · MILWAUKEE, WI 53224 | Advisory (Participants) | $75,043 |
BMO HARRIS BANK NA2+ years Filed as: BMO RETIREMENT SERVICES Service code 26 · EIN 39-1186267 111 EAST KILBOURN AVE · MILWAUKEE, WI 53202 | Advisory (Participants) | $67,651 |
Filed as: ALPHA INVESTMENT GROUP Service code 27 · EIN 39-1859759 111 EAST KILBOURN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $20,793 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,892 | $63,905+79.8% | $74,184+54.9% | $57,658+99.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 7.23% | 60.60%-53.4pp | 17.74%-10.5pp | 5.13%+2.1pp |
| Employer contribution / active EE | $5,499 | $1,840+198.8% | $2,370+132.0% | $1,974+178.6% |
| Participant deferral / active EE | $6,107 | $3,448+77.1% | $3,550+72.1% | $3,061+99.5% |
| Admin fee / account holder | $229 | $91+151.8% | $5,586-95.9% | $95+142.6% |